Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$406K Sell
2025
Q1
$1.15M Sell
2024
Q4
$2.05M Sell
2024
Q3
$1.41M Buy
2024
Q2
$358K Sell
2024
Q1
$495K Buy
2023
Q4
$59K Sell
2023
Q3
$341K Sell
2023
Q2
$849K Buy
2023
Q1
Sell
2022
Q4
$27K Hold
2022
Q3
$38K Sell
2022
Q2
$230K Hold
2022
Q1
$453K Buy
2021
Q4
$645K Sell
2021
Q3
$891K Sell
2021
Q2
$1.29M Sell
2021
Q1
$1.24M Sell
2020
Q4
$6.89M Buy
2020
Q3
$4.14M Sell
2020
Q2
$6.97M Buy